Converting Your Client from QuickBooks Desktop to QuickBooks Online


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So you have a client that wants to make the jump from QuickBooks Pro, Premier, Mac, or Enterprise? This is indeed exciting news, and I shall happily guide you through this process. Come with me, and let's go down this path together. I promise you're in good hands; I've been doing this for a very long time.

If you haven't seen QuickBooks Online (QBO) in a while, things have changed a bit, but this is a good thing! It's so easy to create a QBO account and convert your QuickBooks Desktop (QBDT) data these days. Just a few clicks of the mouse, really.

Before we start, let's look at how it used to be done. First, you or your client would have to create an account and enter credit card information, even though there's been a free thirty-day trial for as long as I can remember. Once the account was set up, if you set it up and used your own credit card, you'd have to invite your client and have the client change the billing information. Typically, I would have to schedule a phone call with my client to make sure this actually got done.

Then to convert a QBDT file to QBO, you would do this:

Open the file, then go to File > Utilities > Copy Company File for QuickBooks Online . . .

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Hi Stacy, are these instructions for accountants with clients only? I take care of my own QB account, and would like to try QB online, but their support pages say the QBO does not have the ability to import the desktop version (seriously?). I have 5 years of data, I don't need all of that, but would need at least the current year's data.

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My copy of QuickBooks Pro does not have the option to "Copy Company File for QuickBooks Online". Lucky me. I guess I won't be switching anytime soon. I'm assuming these instructions don't apply to Canadian QuickBooks users.

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Just made the jump from desktop to online. I was disappointed that QB does not convert your memorized transactions for invoicing. Nor does it convert over your recurring credit card charges. So, I decided to stick the desktop version. If you understand differently, please let m know.

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why convert to online. if you really need "in the cloud access" WITH all the current features today, why not just remote in to ur desktop to run it? even better and you don't have to pay monthly for infantware!

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Hello, Please I use QB desktop but will like to create online login access whereby other users can go online and view the desktop version that possible? Thank you

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hi dear all do u know how to import quickbook desktop to quickbook online by multi currency

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Our company is looking into converting to QB online but we found out that our memorized transactions don't convert..has anyone had this issue? does anyone know if this is true?

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If you need more control over your Quibkbooks Online data migration, you might instead try 3rd party service

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Hi Stacy, I am surprised that you would be advising people to use QBO. While the product has certainly improved, the desktop version has all of the same features PLUS a whole lot more that are very important. For example, in QBO, there is no iif importing functionality (which is very common among businesses nowadays). There is also no customization of the home page on QBO, which makes the home page often useless for most businesses. There are also still many issues with the data import from desktop to QBO, like preferred invoice delivery method going back to "print" for all customers, when they were set to "email". And the CC entry for email for all customers disappeared. This is just a short list of issues with QBO that we have come across when helping our clients migrate to QBO. As a computer consulting firm, we simply can't advise our clients to migrate from the desktop version, and I am wondering how you could be suggesting that they do this.

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